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Wolf & Company Technology Leadership Conference

October 27, 2019 @ 6:00pm to October 28, 2019 @ 3:15pm

Location: Mohegan Sun Resort & Casino, Uncasville, CT

As technology continues to disrupt the banking industry, CEOs and Boards are looking to their IT Directors, Chief Information Officers, and Chief Technology Officers to provide leadership in directing the bank’s future.

Join senior banking executives and leading technology professionals as they discuss the technology leadership characteristics necessary for community based financial institutions to compete and survive in this rapidly changing environment.

You’ll learn:

  • Emerging technologies that are changing the game
  • How to develop a people strategy designed to better recruit and retain tech talent
  • Ways to ensure technology will continue to support the institution
  • The insights and action plans that CEOs want and successful CIOs deliver

And that’s just the beginning.


Sunday, October 27, 2019

6:00 - 9:00pm: Dinner

Monday, October 28, 2019

7:30 - 8:30am: Registration & Breakfast

8:30 - 9:45am: Keynote

9:45 - 10:00am: Break

10:00 - 11:00am: CEO Panel

A CEO’s view of the organization sees it all—and what they see in IT is how it impacts the business. But their view doesn’t stop at the big picture. Our CEO panel will dive into the nuances of IT in their organizations at every level, including:

  • The needs, challenges, frustrations, and wants…
  • …and how they’ve seen that change over past 10-20 years
  • The challenges and struggles they see their peers experiencing
  • The expertise they’re looking for in their IT leaders
  • How to create a technology-efficient organization
  • The qualities they look for in an IT executive capacity

11:05 - 12:05: Is Technology Driving Community Banks to Obsolescence?

As technology continues to rapidly change—and threaten—the dynamics of our financial institutions, CEOs and Boards are focusing more attention on their IT Department. This means more pressure on the department to not only keep the network running, but also to help with the strategic direction of how technology can better interact with customers and employers.

This session will share the impacts technology is having on the institutions, and the opportunities for the IT Department to take a leadership role in helping the institution navigate this new revolution. You’ll learn more about:

  • The impact of technology in community banks
  • The future of community banks if we do not properly address this new technology revolution
  • What IT leaders can do to help drive the institution’s ability to innovate and adapt technology

12:05 - 1:00pm: Buffet Lunch and Activity/Workshop

1:05 - 2:05pm: CIO Panel

When it comes to CIOs, making connections—both through technology and with their customers—is everything. So how can they tackle such a tall order? Our CIO panel will explore how they:

  • Communicate to the Board and CEO (and what they communicate)
  • Drive technology to create better organizational efficiencies
  • Better connect with customers
  • Take IT out of the red—and change perceptions of it just being a cost—to transform IT into a system that efficiently conducts business
  • And so much more

2:10 - 3:10pm: Educational Session (Recruit/Retain/Develop Talent in the Tech roles)

3:10 - 3:15: Closing Thoughts & Adjourn



Earn 5 CPE Credit

After completing this program, participants are eligible for 5 CPE Credit.Wolf & Company, P.C. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:



Please contact Stephanie Creedon, Senior Marketing Specialist at, or (617) 261-8142